# Mueller Financial Solutions

Mueller Financial Solutions is a Bank / Wealth / Trust based in Canon City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Canon City, United States
- **Region:** North America
- **Address:** Canon City, CO, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** themuellercompanies.com
- **LinkedIn:** https://www.linkedin.com/company/mueller-financial-solutions-co.

## Regulatory record

- **Reports private funds:** No

## About

Founded in 1997 and headquartered in Canon City, Colorado, Mueller Financial Solutions operated as a registered investment adviser providing financial planning, portfolio management, and tax planning. The firm served a mix of individuals, high-net-worth clients, and businesses. On October 25, 2024, the firm was acquired by Waverly Advisors, LLC — a transaction that subsumed its operations and client base into a larger platform. Mueller's investment posture centered on data-driven portfolio management and thoughtful financial planning, delivered to local and regional clients. Given the firm's structure as an RIA rather than a family office, deployment into private markets, direct deals, or co-investments was not a disclosed component of its model. Its geographic reach remained focused on southern Colorado, specifically Fremont County, with no evidence of additional offices or multi-state registration. The firm's website no longer surfaces team profiles, investment committees, or leadership biographies. All historical team pages redirect to the acquisition announcement. No public AUM, deployment, or headcount figures were published by Mueller prior to the transaction, and Waverly Advisors does not break out legacy Mueller metrics. The scale of the legacy book remains undisclosed. Mueller's structural differentiator in its final years was its independence as a small-market RIA — a boutique delivering planning and portfolio management in a geography with limited access to specialized wealth advisory. That independence ended with the October 2024 roll-up into Waverly, a consolidator acquiring regional RIAs across the United States.

## Questions

### Is Mueller Financial Solutions still operating as an independent firm?

No. Mueller Financial Solutions was acquired by Waverly Advisors, LLC, with the transaction closing on October 25, 2024. The firm's website now redirects all content to a merger announcement, and the entity no longer operates as an independent registered investment adviser.

### Who ran investment decisions at Mueller Financial Solutions?

Investment decision-makers at Mueller Financial Solutions are not publicly identified. The firm's leadership team, investment committee membership, and portfolio management oversight were not disclosed on its website prior to its acquisition, and post-acquisition, no legacy personnel have been named.

### What services did Mueller Financial Solutions provide?

Mueller offered investment advisory services including financial planning, portfolio management, and tax planning. Its client base included individuals, high-net-worth individuals, and businesses, primarily in southern Colorado.

### What is the relationship between Mueller Financial Solutions and Waverly Advisors?

Waverly Advisors acquired Mueller Financial Solutions effective October 25, 2024. Mueller's operations and client relationships have been absorbed into Waverly's national RIA platform, and Mueller no longer operates as a standalone entity.

## Related profiles

- [Mudu Government Guiding Fund](https://altss.com/profile/mudu-government-guiding-fund)
- [Muenchener Verein](https://altss.com/profile/muenchener-verein-versicherung)

---

Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/mueller-financial-solutions

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology